Best in Class CRM Solution for Asset Managers

Celera’s CRM solution for asset managers elegantly integrates with Salesforce.com, the dominant customer relationship manager platform worldwide. Now small and fast growing asset management organizations can join over 100,000 companies and 2 million users who represent hundreds of distinct industries to take advantage of best in class CRM technology.

How Can Your Organization Benefit?

Turbo-Charge Wholesaler Effectiveness

Equip wholesalers with the critical daily mutual fund sales and asset advisor-level business intelligence they need to effectively compete

Provide wholesalers real-time snapshots of producer activity

Enable wholesalers to build an invaluable archive of prospect and producer communications on an individual advisor level

Consulting

We have specialized experience and know how to help you envision and achieve successful outcomes, whether your firm is just getting started with Customer Relationship Management or seeking to build an entire sales, marketing, communications and service strategy on our robust and fully customized salesforce.com CRM platform.

Our CRM Solutions Group is led by John Salvatierra. During John’s decade-long tenure with Oracle Corp. and Siebel Systems, he led CRM consulting initiatives with key Financial Services and Asset Management clients. Engaged by one of the largest mutual fund organizations in the United States, John managed the design and operation of a CRM platform which supported over 1,000 users in 15 distinct business units.

At Celera, CRM is far more than just another elegant software solution to support our clients’ distribution efforts. When it comes to CRM, we literally “eat our own cooking”; our entire SalesStation organization has relied upon Salesforce.com for several years to ensure that our high touch, client-centric approach to business is realized day in and day out.

Celera Systems LLC

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